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Steven Libman

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Investing With Purpose
Investing With PurposeThe Big Beautiful Bill: How New Legislation is Reshaping Real Estate Investing with Jessica CasucciSummaryIn this episode, Steven sits down with trusted tax advisor Jessica Casucci to unpack the sweeping implications of the Big Beautiful Bill on real estate investing. Together, they explore how recent legislative and tax reforms are reshaping the market, and why it's critical for investors to adapt their strategies accordingly. From key takeaways to actionable insights, this timely conversation will help you stay ahead of the curve and aligned with your long-term goals. If you're serious about building wealth through real estate, this is one episode you won't want to miss....
2025-07-2235 minInvesting With Purpose
Investing With PurposeHeart-Led Investing: Why Family Values Still MatterSummaryIn this episode of the Investing with Purpose podcast, host Steven Libman interviews Janet Krebs - speaker, strategist, and 4X best-selling author who empowers families and influencers to lead with confidence, self-reliance, and heart. Drawing from her background in consulting, HR, and education—as well as 14 years as "Commander Krebs" in a space flight simulator guiding over 65,000 students—she blends practical leadership tools with real-world parenting strategies. Her greatest accomplishment? Her two adult children, Benjamin and Elisa.Steven and Janet explore the importance of relationships in property management and investing. They discuss how meaningful inve...
2025-05-2744 minInvesting With Purpose
Investing With PurposeA Journey of Purpose with Donna BonillaSummaryIn this episode of the Investing with Purpose podcast, host Steven Libman interviews Donna Bonilla, a mother, grandmother, and widow who shares her journey of faith-driven investing. Donna discusses her personal experiences with loss, the importance of tithing, and how her financial mindset has evolved over time. She emphasizes the significance of giving back to the community and the impact of her nonprofit, Not Forgotten Ministries, which supports widows. The conversation explores the intersection of profit and purpose in investing, highlighting the importance of aligning financial decisions with one's values and faith.
2025-05-2029 minInvesting With Purpose
Investing With PurposeAaron Fischer on Entrepreneurship with Intention and Purposeful WealthIn this episode of the Investing with Purpose podcast, host Steve Libman and IWP guest, longtime friend Aaron Fisher discuss their journey in real estate investing, the importance of mentorship, and the purpose behind their entrepreneurial endeavors. They explore various investment strategies, the significance of giving back, and how personal experiences shape their views on success and lifestyle choices. The conversation emphasizes the value of collaboration, creativity in accessing capital, and the importance of adapting to new challenges in both business and life.TakeawaysAaron Fisher shares his background as an attorney...
2025-04-1547 minInvesting With Purpose
Investing With PurposeFaith-Driven Investing: How Purpose Changed Everything for Kathryn EadsWhat if your investments could do more than generate wealth—what if they could change lives? In this episode of the Investing with Purpose podcast, Steven Libman sits down with Kathryn Eads to explore how faith-driven investing has shaped her financial journey. Kathryn shares how tithing, real estate investing, and a deep commitment to community impact have helped her build a purpose-driven business. From early mistakes to transformational wins, she discusses the lessons learned along the way and how aligning faith with finance can create lasting change.Key Takeaways
2025-04-0339 minInvesting With Purpose
Investing With PurposePurpose-Driven Wealth with Joey Mure and Russ Morgan of Wealth Without Wall StreetIn this episode, we dive deep into purposeful investments with Joey Mure and Russ Morgan of Wealth Without Wall Street. Join us as Steven shares why aligning your investments with your core values is essential. Key takeaways to listen for 05:05 The heart behind Investing with Purpose 09:32 Importance of having core values and how to create them 19:09 How can you be a good steward of your gifts? 24:24 The impact of aligning your investments with your core values 35:32 Ways to align resources with values to make a...
2023-09-2022 minInvesting With Purpose
Investing With PurposeOvercoming Challenges in Real Estate Investing with Matt Drouin of the Go Big! Live PodcastSteven joins Matt Drouin’s Go Big! Live Podcast to talk about the challenges of securing a construction loan, finding the right partners, and managing a project through to completion. Tune in to learn more! Key takeaways to listen for 02:19 Challenges in traditional real estate investing 8:53 What’s the value of participating in a mastermind 14:56 The importance of having clarity in your deal structures 19:16 Strategies for effectively engaging potential investors 25:26 How to distribute returns from a ground-up development Resources ment...
2023-05-3123 minInvesting With Purpose
Investing With PurposeMy Origin Story: From Shaky Ground to a Firm FoundationIn this week’s episode, we’re going back in time to talk about the difficulties Steven experienced in life, the lessons they provided, and how they helped him realize his true passion. Listen in now! Key takeaways to listen for 02:13 The reality of divorce and its effect on families 10:58 Why you need to be surrounded by the right people 17:18 How Integrity Holdings Group was established 19:45 Faith and its role in your personal and professional growth Resources mentioned in this episode Do you want to be intentional abou...
2023-02-0122 minInvesting With Purpose
Investing With PurposeFrom Adversity to Abundance with Jamie BatemanListen in as Steven shares his story of overcoming adversity and stepping into his purpose by tuning in to this episode with Jamie Bateman of the Adversity to Abundance Podcast. Be inspired by our conversation about developing an entrepreneurial mindset and ways to make a difference in the world! Key takeaways to listen for 17:00 Impact of your formative years in developing the precursors to success 34:04 Eye-opening realizations on becoming your own boss 41:51 The role of masterminds in scaling your business 49:03 How to utilize your wealth to make an impact on the world 52:54 Business...
2023-01-2556 minInvesting With Purpose
Investing With PurposeStrategically Building Wealth Through Alternative Investments with Jim Oliver of The Breakaway Wealth PodcastDon’t miss this week’s special episode featuring Steven as a guest in the Breakaway Wealth Podcast and discover viable alternative investments to help you generate passive income and achieve financial freedom without putting your money into Wall Street. Key takeaways to listen for 05:23 How to transition from a W2 job to a full-time real estate investor 09:37 The benefits of investing with Integrity Holdings Group 11:56 Reasons a 401(k) isn’t a lucrative investment 20:13 Actionable tips to kickstart your real estate investing career Resources mentioned in this episode 01:55 Rich D...
2022-09-2125 minInvesting With Purpose
Investing With PurposeLove Life with Josh KappesLearn how to make an impact on one of our generation's greatest moral issues through truth and grace with Josh Kappes, Vice-President of the Love Life non-profit organization. From prayer walks to caring for orphans, this episode has everything you need to know to help put a stop to abortion. So start investing with a purpose and create a difference today! Key takeaways to listen for 06:30 What is Love Life’s mission? 14:17 The best people to help Love Life spread its purpose 23:08 Things to consider in conducting a prayer walk 25:54 How to equip ch...
2022-06-2230 minInvesting With Purpose
Investing With PurposeDeal Talk with Steven Libman, Travis Cotter, and Kris KrauszerAcquire the knowledge to navigate a shifting real estate market with Steven Libman, Travis Cotter, and Kris Krauszer as we dive into deal underwriting, partner-identifying processes, and helpful tips on minimizing investment risks. Learn all these and more when you tune in to this special episode! Key takeaways to listen for 04:09 Who are the ideal business partners? 11:48 The importance of having an effective underwriting process 17:54 Why a good operator is essential for your real estate business 21:54 Cap rate: What it’s for and how it’s calculated Resources mentioned in this episode 05:57 SWOT Analysis 11:20 Micr...
2022-06-1522 minInvesting With Purpose
Investing With PurposeHurdles to Fund CreationAre you looking to start an affordable way to invest while diversifying your portfolio simultaneously? Funds might be suitable for you! But before creating your fund, hear the challenges of fund creation and how to resolve them. Make your investing journey easier with these helpful tips! Key takeaways to listen for 01:05 Beneficial reasons to start a fund 03:14 3 complex issues in creating a fund and how to solve them 10:36 The advantages of hiring a third-party fund manager 11:16 How do fund investors get paid and raise capital Resources mentioned in this episode 10:24 NAV ...
2022-06-0814 minInvesting With Purpose
Investing With PurposeBuilding Stronger Family Ties with Cadence LibmanNever miss special moments and engagements with your family when you dive into this special episode about developing healthy parent and child relationships through Family Board Meetings. Welcome the most important meeting of your life, and learn how to create lifelong memories with your children today! Key takeaways to listen for 1:04 What is “Family Board Meeting’? 3:26 Advantages of not using phones during family time 4:45 Activities that you can do with your children to create lasting connections Resources mentioned in this episode Podcast Episode: The Family Board Meeting with Jim Sheils The Family Board Meeting: Is B...
2022-05-2708 minInvesting With Purpose
Investing With PurposeReal Estate Syndication vs. Fund Management with Whitney Sewell of The Real Estate Syndication ShowSyndications and funds are both great ways to get started in real estate, but which is better for you and your business? In this interview with Whitney Sewell of The Real Estate Syndication Show, we will go over these two investment types to help you make more informed investment decisions. Don’t miss out! Key takeaways to listen for 06:53 What is the biggest threat to your investment? 11:37 Pros and cons of fund management 19:03 Benefits of investing in funds 24:09 Why doing an open-ended fund is best in today’s market? 33:21 How you can grow in the grace of g...
2022-05-1839 minInvesting With Purpose
Investing With PurposeBitter Pill of InflationThe United States is facing its highest inflation rate in 40 years, so today, we’re clearing some confusion over inflation and whether or not it is advantageous for the consumer price index, economy, and stock market. Keep listening to solve the mystery of current inflation now. Key takeaways to listen for 03:15 Who loses the most during inflation 06:15 The consequences of rising prices and devaluation 08:42 Other factors that contribute to an economic downturn 10:55 The role of real estate investing in an inflationary period Resources mentioned in this episode 0:17 The Bitter Fruit of Inflation 3:10 The Bitter Fr...
2022-05-0512 minInvesting With Purpose
Investing With PurposeWall Street vs. Real Estate with Kris KrauszerAny investment has risks, but you look at the factors when you underwrite. With his most recent shift from the financial services to the real estate industry, Kris Krauszer tells us the pros and cons of both sectors, broad aspects of commercial real estate, asset diversification, and strategies to rule out emotions in the investing game. This episode is worth listening to! Key takeaways to listen for 12:13 How to deal with client’s e motions in wealth management 16:13 The risks of “selling away” in financial services vs. commercial real estate 26:18 Advantages of investing in commercial real estate...
2022-04-2942 minInvesting With Purpose
Investing With PurposeInvest with Purpose: Non-Profit MastermindThere are more effective ways of running a business with a culture of accountability, transparency, and efficiency. We got eye-opening insights ahead in this episode that revolve around the disciplines of putting systems in place for people and processes to achieve great results. The structure is the key to success, and if you want to increase clarity and decrease stress in your organization, this episode is for you. Key takeaways to listen for 29:19 Visionaries and implementors: Knowing who they are in your organization 30:15 How does an integrator add value to the table? 34:18 DISC Tests vs. Culture...
2022-04-2151 minInvesting With Purpose
Investing With Purpose3rd Party Fund ManagersIn this episode, you'll get to know how we're protecting ourselves and our investors through this inflationary period. We give you the operational rundown about hedging against risks and ways to achieve this. Don't miss out and tune in! Key takeaways to listen for 01:10 Ways to properly manage and account for your funds 04:42 Advantages of acquiring a 3rd-party fund management firm 06:27 The upside of compound interest Resources mentioned in this episode 01:37 NAV Consulting, Inc. 05:26 Direct Reinvestment Plans (DRIP) Connect with Us Want to learn more about real estate...
2022-04-1308 minInvesting With Purpose
Investing With PurposeBuying SlowlyThe inflationary season is here, and it's a matter of ensuring you are mitigating all potential risks, doing the necessary due diligence, and underwriting all projects appropriately. Steven talks you through the topic and lets you into the reasons for buying slower during this cyclical period. We're keeping it short and sweet on this episode! Key takeaways to listen for 00:40 Why are we acquiring real estate properties slower than usual? 01:10 The impact of inflation on the residential space in today’s market 04:40 Possible interest rate trends in the following months/years 06:06 Tips on how to manage yo...
2022-04-0608 minInvesting With Purpose
Investing With PurposeAbundantly, Boldly, & Intentionally Giving Through Real Estate Multifamily Investing with Ellis Hammond & Cameron Roy of Kingdom REI | The Real Estate Investing Podcast for Kingdom LeaderGrowing in the grace of giving and being a good steward is the message on today’s show, where Steven speaks with Ellis Hammond and Cameron Roy from the Kingdom REI Podcast. He elaborates the value of putting God first in the business, knowing yourself to continue to live outside of your comfort zone, and being a missionary through wealth sharing. So be inspired and tune in! Key takeaways to listen for 06:58 Using real estate as an asset class to increase generosity 10:26 Setting up priorities based on the giving intent 14:51 What is a donor-advice fund model an...
2022-03-3039 minInvesting With Purpose
Investing With PurposeHedge InflationWe get a bit more technical on today’s episode. We talk about the current market’s perfect storm as everyone’s on the hunt for a safe haven for investing. An essential question that most people are asking is, “Is real estate a hedge against inflation?” To find out the answer, let’s chat! Key takeaways to listen for 02:08 Strategic actions to follow before investing during an inflationary period 05:18 How does real estate hedge against inflation? 06:15 What is the other hedge against inflation within the real estate space 07:17 Potential risks and challenges when investing during an inflation...
2022-03-2409 minInvesting With Purpose
Investing With PurposeBuilding a Giving Strategy with David McKinney of NCF OrlandoA well-planned, intentional strategy for your giving can make all the difference. If you want to learn more about donor-advised funds, make an impact through charity, and be more intentional on who the money goes to, then find out by listening to this episode. David McKinney from National Christian Foundation expounds on the topic. Key takeaways to listen for 06:00 How to strategically get started on investment purpose funds 09:48 What is the cost to set up and the minimum amount to start a fund? 10:30 The process of automating the giving process 14:14  How donors can choose where and w...
2022-03-1819 minInvesting With Purpose
Investing With PurposeFulfilling the Mission from Fix-and-Flipping to Commercial Investments with Chris Williams of the Wholesaling House For Beginners PodcastLet’s discuss big deals and commercial real estate! It was fun guesting on Chris Williams’ Wholesaling House for Beginners Podcast and talking about Integrity Holdings Group’s humble beginnings, business growth strategies, investing with a purpose, navigating the commercial landscape, and the entrepreneurial upsides and downsides. Key takeaways to listen for 07:15 Valuable thoughts on making a paradigm shift in relation to taxes 20:13 Tricks and trades on raising capital and acquiring properties through syndication 25:25 Why is there a massive depreciation in commercial real estate investments? 30:40 The process to methodically evaluate operators 45:21 Obstacles you may encounter when starti...
2022-03-1052 minInvesting With Purpose
Investing With PurposeThe Family Board Meeting with Jim SheilsThere is nothing more important than the relationships we create in our life. Join us as we invited Jim Sheils to dive deeper into the value of spending intentional time with your family. Find out simple, tangible, practical ways to help you give more focus and rhythm to what really matters. Key takeaways to listen for 04:12 The importance of putting things into practice and staying consistent 08:38 What is the whole premise of The Family Board Meeting book? 09:54 3 main principles for strengthening family life 15:01 Pros and cons of utilizing technology 19:52 Practical tips on how to unveil your...
2022-03-0227 minInvesting With Purpose
Investing With PurposeInvesting In MarriageIn today’s episode, we tackle marriage and its close relationship to your business’ health. Pay attention as we share insights on how to be a better servant-leader, what’s most important when it comes to communicating, and impactful ways to build a deeper connection with your spouse. Key takeaways to listen for 02:00 Top 2 realities about growing a business 05:27 Why it’s important to spend intentional time with your spouse 07:25 Impact of putting other person’s interests above your own 10:18 Helpful things to build a strong and lasting relationship Resources mentioned in this episode The Fami...
2022-02-2312 minInvesting With Purpose
Investing With PurposeIs Real Estate Syndication For Me?Being a passive investor is not for everybody. In this week’s episode, Steven gives some situational and actionable insights for you to take the right route on where and how to bank your money strategically. Key takeaways to listen for 01:19 The minimum amount of “play money” to invest in a syndication 03:54 Passive vs active income goals 07:30 Top factors to consider in passive investing Resources mentioned in this episode Tesla Connect with Us Want to learn more about real estate investing? Visit Integrity Holdings Group to sign u...
2022-02-1609 minInvesting With Purpose
Investing With PurposeThinking As a SkillToday, Steven shares an intelligent method that can help you gain the highest return on investment in life and business. Why squeezing in things like mental awareness, brain-dumping, and relationship-building matter? What do they do to help you become a better version of yourself? Dive into this episode to find out! Key takeaways to listen for Benefits of allocating time for strategic thinking Tips on how to compartmentalize your thoughts The value of spending quality and intentional time with your family as an entrepreneur Resources mentioned in this episode The Road Less Stupid by...
2022-02-0911 minInvesting With Purpose
Investing With PurposeThe Ultimate Guide to Real Estate Syndication Investing - Part 2In the first part of this episode, we discuss everything you need to know on how real estate syndications work. Now, Steven walks you through the steps and processes to smartly invest in syndications. Stay connected if you're thinking of syndications as your next investment! Key takeaways to listen for 01:46 2 types of returns in real estate syndication 05:34 How to use your retirement funds/account to invest in real estate syndications 08:19 Tips on how to accelerate your depreciation benefits Resources mentioned in this episode The Ultimate Guide to Real Estate Syndication Investing - Part 1 Tax-Free...
2022-02-0210 minInvesting With Purpose
Investing With PurposeRapidly Scaling Real Estate Business Through Strategic Practices with Blake Dailey of The Multifamily Journey PodcastCheck out this replay of Steven's inspiring interview with Blake Dailey of The Multifamily Journey Podcast, where you’ll learn practical lessons about the flip world, moving from active to passive income, and going big.  Listen in and be strategic with your future! Key takeaways to listen for 10:45 Why real estate is the best asset of choice? 16:35 The syndication realm before versus today 20:46 Importance of business sponsors, relationships, and partnerships 28:00 Right structures to raise funds/offerings 42:11 Unconventional alternatives to properly invest your money Resources mentioned in this episode The Multifamily Journey Podcast Episode: Getting Sta...
2022-01-2846 minInvesting With Purpose
Investing With Purpose50k For IntegrityHave you ever been double-crossed before? Tune in today as we tell you an important story about the value of integrity and building long-lasting business relationships. Key takeaways to listen for 04:38 What is the cost of ending up with the wrong partner? 05:45 The price of walking with integrity 07:39 Things you can do to improve your brand's reputation Connect with Us Want to learn more about real estate investing? Visit Integrity Holdings Group to sign up for our 7 Day Passive Real Estate Investing Course (it’s free)! 🎧Listen to our p...
2022-01-1909 minInvesting With Purpose
Investing With PurposeEmpowering Employees and Improving Workforce Productivity with Nina FerraroIf you want your employee to remain loyal and generate results that go above and beyond, don’t miss this episode! Nina Ferraro reveals the secrets to assist your real estate business in building successful individual careers while reaching meaningful lifestyles. Key takeaways to listen for 07:54 How to create a system that increases work productivity 13:20 4 steps to increase workforce productivity 16:56 The importance of effective communication in the workplace 18:38 Why your team is not productive? 22:18 What happens when your people are dissatisfied with your company? About Nina Ferraro Nina helps individuals, teams, and companies op...
2022-01-1237 minInvesting With Purpose
Investing With PurposeSmart Strategies To Create Tax-Free Wealth with Andrew ZwermanReady to discover the best strategies to reduce your tax burden? Check out this episode with Andrew Zwerman to learn the ins and outs of investing in opportunity zones and why you should have cost allocations in your contract. Key takeaways to listen for How to pay less in taxes without a cost segregation study Tax benefits of becoming a real estate professional How does the drop-and-swap 1031 exchange work? Why you need to work with a real estate centric accounting firm What is an opportunity zone? What are their benefits? About Andrew Zwerman ...
2021-12-3051 minInvesting With Purpose
Investing With PurposeThe Ultimate Guide to Real Estate Syndication Investing - Part 1As requested by the public, we've put together a guide to explain everything you need to know about syndications. Join us today to learn how they work and why you should consider them for your next investments. Key takeaways to listen for What does ''syndication'' mean? General partners vs. Limited partners 7 reasons to invest in a syndication Connect with Us Want to learn more about real estate investing? Visit Integrity Holdings Group to sign up for our 7 Day Passive Real Estate Investing Course (it’s free)! 🎧Listen to our p...
2021-12-2211 minInvesting With Purpose
Investing With PurposeAbundance vs. Scarcity MindsetJoin us in this incredible episode as Steven talks about the importance of having an abundance mindset in growing your business and personal life. Keep tuning in to learn what it takes to be a successful entrepreneur! Key takeaways to listen for The reason behind entrepreneur’s brokenness Why you need to break the frugal and scarcity mindset Impacts of having an abundance and growth mindset on entrepreneurial behavior Overcoming fears of enhancing your skill sets Resources mentioned in this episode The Game w/ Alex Hormozi Podcast Booking.com Connect wi...
2021-12-1514 minInvesting With Purpose
Investing With PurposeWhat To Do with $1MM?If you’re thinking of things you can do for a million dollars, you may find this show helpful! Listen to this episode as Steven goes over the five profitable ways to grow a $1MM and the advantages of utilizing different investment strategies. Key takeaways to listen for Why is it good to have passive or active income? 5 ways to grow and invest a $1MM Things you need to know about investing in stocks Benefits of investing in rental properties and real estate syndications Resources mentioned in this episode Bankrate ...
2021-12-0813 minInvesting With Purpose
Investing With PurposeWhat’s a Fund?Historically, we've raised capital for each deal individually, but now IHG is taking another direction. Listen to this episode and learn the 4 reasons why we decided to start our own fund. Key takeaways to listen for Are funds riskier than individual investments? Tax benefits of funds Distribution vs. Reallocation Connect with Us Want to learn more about real estate investing? Visit Integrity Holdings Group to sign up for our 7 Day Passive Real Estate Investing Course (it’s free)! 🎧Listen to our podcast: https://bit.ly/ffws-podcast 🤝Connect...
2021-12-0109 minInvesting With Purpose
Investing With PurposeProductivity Hacks to Achieve Continuous Growth and Success with Sujata Shyam of Passive Income UnlockedListen in and discover everything Steven shared in his interview with Sujata Shyam from the Passive Income Unlocked podcast, including the habits he developed to achieve consistent growth and why clarity is the key to preventing stress. Key takeaways to listen for Inverse correlation between stress and clarity Why you need to keep appointments with yourself 3 ways to gain clarity at work About Sujata Shyam Sujata Shyam is a Managing Principal at Luxe Capital Investment Group, a registered legal international investment company on the mission to provide customers with services that will help...
2021-11-2407 minInvesting With Purpose
Investing With PurposeLeverage The Tax Code and Maximize Your Investments with Alex Perny of The Alternative Investing Advantage PodcastThis week’s podcast is a replay where Steven joined The Alternative Investing Advantage and talked about why you should see the tax code as a book of rules and incentives rather than a scary monster. Listen to this episode to learn how to take advantage of the tax code and the best timeframe for holding an asset to maximize tax benefits. Key takeaways to listen for Why you shouldn't be afraid of the IRS Is it a good idea to hold an asset for 5 years? 3 economic indicators you need to pay attention to An asset cl...
2021-11-1729 minInvesting With Purpose
Investing With PurposeThe Key to Increasing Your Revenue and Minimizing Your Tax Liability with Todd MardisAre you an entrepreneur writing big tax checks at the end of the year and don't know how to reduce them? Dive into this episode with Todd Mardis to learn why you need an experienced tax consultant in your corner and the strategy that wealthy people use to pay less in taxes. Key takeaways to listen for How wealthy people pay less in taxes Benefits of hiring a tax planning company Factors that increase your risks of a tax audit Is the IRS a rule maker or a rule follower? Are CPAs a good fit for...
2021-11-1026 minInvesting With Purpose
Investing With PurposeWhy Senior HousingAs some of you know, Integrity Holdings Group's next deal will be in the senior housing space. In this episode, Steven analyzes the population statistics and shares the features that make this asset class an incredible investment opportunity. Key takeaways to listen for Statistics about the senior population Impact of the aging population on the economy Senior housing vs other asset classes Resources from this episode A Silver Lining: The Investment Implications of an Aging World Connect with Us Want to learn more about real estate...
2021-11-0312 minInvesting With Purpose
Investing With PurposeInvesting and Operating with Integrity with Axel Meierhoefer of The IDEAL Investor ShowThis week’s podcast is a replay of Steven’s interview with The IDEAL Investor Show, where he shared how Integrity Holdings Group was born and some information about syndication. Stay tuned to learn the differences between residential and commercial real estate and what integrity means to Steven as a deal operator. Key takeaways to listen for Can single-family provide generational wealth? How to practice integrity in real estate Types of investors in a syndication Is it a good idea to invest in rough neighborhoods? Accredited vs. Non-accredited investors Resources mentioned in this episode Rich...
2021-10-2736 minInvesting With Purpose
Investing With PurposeInvestor Spotlight: Diana MorganIf you’re looking to invest in a real estate syndication but still a little hesitant, join us today as Diana Morgan shares why she decided to invest with Integrity Holdings Group and what her experience has been so far. Key takeaways to listen for Self-managed rental properties vs. syndication Tax benefits for real estate professionals Giving back to the community through real estate How to overcome the fear of investing in a syndication Resources from this episode Tax-Free Wealth: How to Build Massive Wealth by Permanently Lowering Your Taxes About Di...
2021-10-2025 minInvesting With Purpose
Investing With PurposeWhy You Need to Partner Up with Experienced OperatorsToday's episode is a replay of The Wealth Without Wall Street Podcast, where Steven talked about the type of deals you should be looking for and the value of operational expertise when it comes to navigating the challenges of doing business in a Covid-19 era. Key takeaways to listen for Challenges of investing in real estate during the Covid crisis Why you shouldn't own, operate, and manage all your deals The importance of partnering up with experienced operators Identifying the type of investor you want to be Is now a good time to invest in ground-up...
2021-10-1327 minInvesting With Purpose
Investing With Purpose10 Key Factors to Consider When Determining What Markets to Invest InDeciding where to invest requires more consideration than just looking at the areas where people are moving to. Listen to this episode to find out the best markets for investment properties. Key takeaways to listen for The influence of job growth and diversity on population growth Why you should avoid markets with tough landlord-tenant laws Geographical features you should pay attention to Resources mentioned in this episode Wealth Without Wall Street Connect with Us Want to learn more about real estate investing? Visit Integrity Holdings Group...
2021-10-0608 minInvesting With Purpose
Investing With PurposeThe 6 Smart Hacks to Maximize Your ProductivityDive into this episode as Steven goes over the current state of Integrity Holdings Group and shares six productivity hacks that will help you accomplish your goals effectively while getting free time for yourself. Key takeaways to listen for Inverse correlation between stress and clarity Being productive vs being busy Using your email for the right things Connect with Us Want to learn more about real estate investing? Visit Integrity Holdings Group to sign up for our 7 Day Passive Real Estate Investing Course (it’s free)! 🎧Listen to our p...
2021-09-2915 minInvesting With Purpose
Investing With PurposeUrgent Updates on IRA Legislation with Alex PernyThe tax reform that's supposed to affect only the rich will have negative consequences on the retirement accounts of millions of people. Dive into this episode as Alex Perny goes through the highest points of the proposed legislation. Key takeaways to listen for Is this tax bill coming after Roth IRA Conversions? Investments that your IRA won't be able to make How this bill will affect middle-class people Resources in this episode Summary of the proposed tax provisions released by the House Ways and Means Committee Contact your representatives in the Congress Contact your...
2021-09-2218 minInvesting With Purpose
Investing With PurposeGiving Back Through Real Estate with Yonah Weiss of Weiss Advice PodcastThis episode is another replay of one of Steven's interviews with Yonah Weiss - Cost Segregation Expert and Host of Weiss Advice Podcast. Stay tuned to learn how and why Steven transitioned from residential to multifamily real estate, and find out some ideas to start investing with purpose. Key takeaways to listen for Why should you invest in multifamily? The best method to get into multifamily real estate What is impact investing? A simple way to be proactive with your charity Resources mentioned in this episode Tax-Free Wealth: How to Build Massive Wealth by...
2021-09-1525 minInvesting With Purpose
Investing With PurposeHow to Find Real Estate Syndication DealsIf you're thinking about getting involved in real estate, you probably have a lot of questions. Tune in and learn what types of properties you can invest in by doing syndication, the risks, and where to find the best deals. Key takeaways to listen for Different types of real estate syndications Risks of investing in a syndication deal Best way to find investment opportunities Resources mentioned in this episode RealtyMogul RealtyShares Fundrise Connect with Us Want to learn more about real estate investing? Visit Integrity Holdings Group to...
2021-09-0812 minInvesting With Purpose
Investing With PurposeThe 5 Things You Should Expect After You Invest in a SyndicationIn this episode, Steven shares the actionable information you should be receiving from your sponsor after you close a deal. Key takeaways to listen for Communication channels for closing and progress updates How to get investors involved in a project What you should see in quarterly and annual reports Connect with Us Want to learn more about real estate investing? Visit Integrity Holdings Group to sign up for our 7 Day Passive Real Estate Investing Course (it’s free)! 🎧Listen to our podcast: https://bit.ly/ffws-podcast 🤝Connect...
2021-09-0108 minInvesting With Purpose
Investing With PurposeQuestions To Ask Other Limited PartnersIn this episode, Steven talks about the questions you've always wanted to ask other passive investors. Dive into this episode and learn what it means to be a limited partner and their role in a real estate syndication. Key takeaways to listen for What is a limited partner investor? General partners vs. Limited partners How to meet passive investors Resources mentioned in this episode Rich Dad's CASHFLOW Quadrant: Rich Dad's Guide to Financial Freedom Connect with Us Want to learn more about real estate investing? Visit...
2021-08-2508 minInvesting With Purpose
Investing With PurposeThis Is Why You Should Open Your Donor-Advised Fund with David McKinneyAs a real estate entrepreneur, you can create passive income for yourself, your investors, but most importantly for non-profits. In this episode, David McKinney from the National Christian Foundation explains everything you need to know about donor-advised funds. Tune in and learn an excellent way to be strategic and give back to the community. Key takeaways to listen for How do donor-advised funds work? Set up process and funding options Benefits of having a donor-advised fund About David McKinney David serves as Executive Vice President for NCF Orlando. David previously retired after serving...
2021-08-1817 minInvesting With Purpose
Investing With Purpose101 Questions to Ask Before Investing in a Real Estate SyndicationAre you asking enough questions before investing? As a passive investor, it's really important to trust and be comfortable with the people you do business with. Join us today and get tips on how to do proper due diligence on the sponsor of your potential investment. Key takeaways to listen for What markets and asset classes to look for The importance of communication When you should re-consider investing with a group Resources mentioned in this episode 101 Questions to Ask the Sponsor Before Investing in a Real Estate Syndication
2021-08-1112 minInvesting With Purpose
Investing With Purpose384 Units CLOSEDWhat is an institutional operator? In this episode, Steven talks about how his 384 unit deal went down and the personal struggles he faced near closing. Tune in and find out what it takes to go from $3M to $42M deals. Key takeaways to listen for Why you should build a relationship with institutional operators Acquisition risks during the global pandemic Qualities to look for in a business partner The importance of having a well-rounded life Resources mentioned in this episode Boldly + Co Connect with Us
2021-08-0422 minInvesting With Purpose
Investing With PurposeTeam Personal AccountabilityHow is mental health related to financial freedom? Are you intentional with your goal-setting? Happy employees create happy businesses. In this episode, Steven shares the method he implemented to increase his team’s productivity and reflects on the importance of family time and overall health. Key takeaways to listen for Strategies to improve your team's well-being Health and family in the entrepreneurial journey Benefits of using a calendar Prioritizing what’s truly important Resources mentioned in this episode Peak Performance: Elevate Your Game, Avoid Burnout, and Thrive with the New...
2021-07-2819 minInvesting With Purpose
Investing With PurposeWhat Got Us Here Won’t Get Us ThereIf you have reached some level of success, you must feel very grateful for what got you there. But if you want to scale, you need to evolve. Stay tuned to this podcast and get some tips on how to scale your business effectively. Key takeaways to listen for Why you need to keep growing your business Is your success determined by your effort? What it takes to grow your business Resources mentioned in this episode The Law of the Lid: Lesson 1 from The 21 Irrefutable Laws of Leadership ...
2021-07-2116 minInvesting With Purpose
Investing With PurposeKey Lessons on Finding the Right Real Estate Business Model for YouIn this episode, we jump on the Diary of an Apartment Investor podcast with Brian Briscoe to discuss more on how things started for IHG and share valuable lessons we gained while pivoting our business. The image that most people associate with the words “real estate” is that of a salesperson showing a house to a hopeful family. The reality is that there are several types of real estate, as well as verticals and business models that fall under that industry. Many of them are very underrated and sometimes unknown to people just starting in the...
2021-06-1746 minInvesting With Purpose
Investing With PurposeThe Five Pillars Of Capital PreservationWhen investing in real estate, people are more interested in the return of investment. But aside from expecting returns, every investor should be concerned about not losing money in the first place! This is why you should know all about the most critical aspect of investing in real estate - capital preservation. In this episode, we discuss the five pillars of capital preservation and why you should choose an operator who values it. Protect your hard-earned money by learning more about this vital part of real estate investing. Tune in now...
2021-06-1011 minInvesting With Purpose
Investing With PurposeInvesting With IHG - Strategies to Succeed in SyndicationWhy should you invest in real estate syndications? Steven Libman answers this question in Dani’s Freedom Real Estate Family Group of Companies. When people invest in assets, such as the stock market, they usually don’t know what to expect. No one tells them what’s going on or what’s being done to fix problems. They bet their future on something they don’t understand enough. And this is exactly why we chose real estate syndications. They give us the opportunity to create passive income in a safer way. Today, Dani and Steven...
2021-06-0241 minInvesting With Purpose
Investing With PurposeUnderstanding Cash Flow In Real Estate SyndicationDo you want to know how cash flow works in real estate syndications? Well, lucky for you, you’re in the right place! Investing your money doesn’t have to be scary or stressful, unless you’re putting all of it in a precarious market. This is exactly why we chose the world of real estate syndications. They’re a much safer way to make passive income. Many people hesitate to invest when they don’t have a clear picture of how things work, and that’s understandable. You don’t want to go in blind.
2021-05-2710 minInvesting With Purpose
Investing With PurposeFrom Surviving To Thriving - IHG’s Journey To Where It Is NowWe have a talk with Sam Wilson about the ways we scaled and what we keep doing to stay on top of the game. Learn more about how we protect ourselves and our investors in recapitalization, how our investors gain without putting in the work, and why institutional grade partners are important. All that and more in this episode! Key Points: - Intro (00:00) - What it really takes to sell (03:58) - The role of institutional-grade partners (06:13) - Recapitalization is great for investors (09:31) - How you can gain...
2021-05-2020 minInvesting With Purpose
Investing With PurposeImpact Investing With IHGPeople invest for profit - that’s a solid fact. But what if we told you that you can invest with a deeper purpose? With IHG, you can invest in real estate while having a positive impact on the lives of others. Of course, we want your investments to be successful. However, that’s not all you can achieve when working with us. In this episode, we discuss how we impact lives,  how our journey started, and how investing with us can benefit you. So, tune in to hear more about how you can invest with...
2021-05-1222 minInvesting With Purpose
Investing With PurposeStocks vs Real Estate: The Top 4 Risks You Should Know AboutNo investment is without risk. The better you learn to manage those risks, the better your returns. Still, some investments are way riskier than others. Today we compare the risks that come with investing in stocks vs real estate. As you probably know by now, we generally prefer real estate investing. The risks are more predictable and more manageable, and today, you’ll understand what makes real estate a safer investment. Still, you should remember that no investment is without risk - but, the more you know, the better decisions you can make! Ke...
2021-05-0508 minInvesting With Purpose
Investing With PurposeIntegrity Holdings Group: Behind the ScenesYou’re probably familiar with the way real estate works. But in a world where real estate companies are growing like mushrooms, how can a potential investor be sure they've chosen the right people to work with? We think it's essential that you know how real estate investments work behind the scenes. This way, you will know exactly why we do things the way we do. Apart from being your investment partner, we also take education about real estate very seriously. We create up-to-date articles, podcasts, and videos so you can get a better understanding of what's go...
2021-04-2810 minInvesting With Purpose
Investing With PurposeMeet The Team Of IHGMaking passive income possible and building generational wealth are not easy things to do alone. This is why having a dependable team matters so much. In our case, the team you are about to meet are the people behind our success. You’re probably curious about how things work behind the scenes. It’s time to meet the team and know what they do to make things happen. We all operate as one. The real estate scene has always shifted quickly and having a team that’s flexible to respond is one of the biggest blessi...
2021-04-2125 minInvesting With Purpose
Investing With PurposeBeyond The Material Goals: What Is The Real Benefit of Doing Real Estate?You’ve heard it many times before - the goal of getting into real estate is for financial freedom and passive income. But a recent unfortunate incident has been an eye-opener for us and taught us the real essence of this business. It’s not just about all the things you can buy with the money, or the opportunities to connect with a much wider network. There is an even more significant benefit that you are bound to discover and experience for yourself soon. Through a recent unfortunate event, this business has once again shown us h...
2021-04-1409 minInvesting With Purpose
Investing With PurposeThe Ten-Year Leap: My Personal Journey To Real Estate SuccessWith over ten years of experience in the field of real estate, this episode is all about how the ride started for me. Just like many other inspiring stories, you will find that it was not an easy road at all. There were times I felt we overdid it and times I was convinced we did not do enough. There were certainly moments I made tough or wrong decisions. From being a real estate broker to doing house flipping and multifamily housing, it has been a literal roller coaster ride. What led me to where...
2021-04-0744 minInvesting With Purpose
Investing With PurposeHow We Started with Chris Salerno of The Mindful Multi Family ShowThis week’s episode is another reply of one of my interviews with a dear friend of mine, Chris Salerno, host of The Mindful Maltu Family Show and CEO of QC Capital Group. In it, we discuss our humble beginnings (from real estate brokers to creating Integrity Holdings Group), what pushed us into the world of multifamily real estate, and everything else in between. Just like everyone else, we started not knowing much about the fascinating world of real estate. But, little by little, through this journey, we started getting better at investing in the ri...
2021-03-3127 minInvesting With Purpose
Investing With Purpose5 Reasons You Will Love SyndicationsAre you thinking about moving from the world of single-family home rentals to the world of real estate syndications? If your answer is a yes, then this week’s episode is for you! When we first started in real estate, we too started small, mostly making active income, and treating our business like a 9 to 5 job. However, as the years passed by, we found ourselves busier and busier, and started yearning for shorter work days and more time with our families. That’s exactly when we decided to shift our focus towards making pass...
2021-03-2411 minInvesting With Purpose
Investing With PurposeHow We Are Creating Generational Wealth Through Commercial Real EstateThis week’s episode is a bit different from our usual ones. We’re replaying an interview I had with Will Smith, the host of the Generational Wealth Through Commercial Real Estate Podcast. In this episode, Will and I discuss how Integrity Holdings started, where we’re going now, and a host of other subjects, like the worst job I’ve ever had (hint hint: I worked at a funeral home when I was 18, and it was interesting to say the least!) We also talk about Integrity Holdings Group’s first big deal, the difficulties that come...
2021-03-1738 minInvesting With Purpose
Investing With PurposeHow to Tell When a Deal Is GoodInvesting in real estate for the first time is not always easy. If you’re already looking at deals, then you know no two deals are the same. So, how can you choose the right one for you? You see, each real estate syndication has its pros and cons, and all of it depends on what level of risk you are comfortable with. However, there are still some major things you always have to be on the lookout for! How can you do that? Simply by going through the deals’ investment summaries. Investment summ...
2021-03-1011 minInvesting With Purpose
Investing With PurposeThe 5 Basic Phases of Value-Add Multifamily Real Estate SyndicationsWhen you’re a first-time investor, multifamily real estate syndications can seem pretty intimidating. After all, they’re big investments, and definitely not in the same category as single-family rentals. However, we’re here to guide you through this journey, and help you gain a better understanding of how this type of investment can make you money. You see, each real estate syndication goes through five distinct phases. A bit like a life, they have a beginning, a middle, and an end. Because of how multifamily syndications are structured, all investors have to operat...
2021-03-0308 minInvesting With Purpose
Investing With PurposeThe Blessing Projects - Interview With Rudy AtallahSaying that 2020 has been a difficult year for all of us would be a euphemism. With a pandemic ravaging the world, many people are sick, more than 2 million people around the world have lost their lives, and our economy is more fragile than ever. However, we still have it better here in America than in other parts of the world. And this is exactly what we discuss today with Rudy Atallah. Rudy and The Blessing Projects are working around the clock to bring aid to people in countries ravaged by war, famine, and political unrest.
2021-02-2418 minInvesting With Purpose
Investing With PurposeHow We Invest With PurposeHow do you invest with purpose? How do you give back meaningfully? How do you help those around you using real estate investing? Many of you have asked us these questions, and today, we come to you with the answers! We’ve been in the real estate business for quite some time now, and we’re always happy to share our knowledge and, most importantly, our mission, which is to give back to the world in a God-loving way. And this is exactly why, with every deal we do here at Integrity Holdings Group, we give...
2021-02-1738 minInvesting With Purpose
Investing With PurposeHow to Become an Accredited InvestorWhen you first start looking into real estate syndications, you might get overwhelmed and confused by the terminology used. And this is exactly what we’re discussing in this week’s episode! One of the terms you’ll stumble upon in the beginning of your real estate investing journey is “accredited investor”. Following the SEC rules, a person can be an accredited investor if they fulfill specific criteria, such as net worth and yearly salary. This means that being an accredited investor also comes with many perks, like the ability to freely invest in any pub...
2021-02-1007 minInvesting With Purpose
Investing With PurposeRetirement 2.0Do you ever think about retirement? Here at Free From Wall Street, we think about it all the time, and we’re actively planning for it, because there’s no time like the present! Retirement is one of the main reasons we got into passive real estate investing. We didn’t want to leave something so important to pensions and 401Ks. Instead, we wanted to have full control over our savings. However, not everyone is thinking about retirement or working towards it. Did you know that only 58% of Americans are actively saving for retirement? That means...
2021-02-0316 minInvesting With Purpose
Investing With PurposeWhy I Love Passive Real Estate Investing (And Why You Should Too)Investing in syndications offers you all the perks and advantages of working with real estate without the headache of swapping toilets and repairing broken doors that usually comes with active investing. Even better, passive investing is also one of the best ways to create great cash flow, build generational wealth, and most importantly, free up time to spend with your loved ones. After all, who wouldn’t want more time to spend with their partner, be there for their children, and go on guilt-free vacations? And this is exactly why here, at Integrity Ho...
2021-01-2712 minInvesting With Purpose
Investing With Purpose7 Facts Passive Real Estate Investors Should Know About TaxesInvesting in real estate syndications comes with quite a few perks, and one of them is great tax benefits. And we know; taxes are usually the last thing anyone has in their mind when putting money in their first syndication. But that’s not always a bad thing! That’s because, believe it or not, the tax code does in fact favor real estate investors! Why is that? Simply put, those people are investing in housing and keeping the industry alive, and the IRS knows they’re needed. What tax benefits can yo...
2021-01-2018 minInvesting With Purpose
Investing With Purpose7 Steps to Investing in Your First Real Estate SyndicationInvesting in real estate syndications is no small feat. It doesn’t just require capital, it also needs dedication and a good eye for business. However, don’t let that scare you away, because real estate investing is still one of the best ways to create passive income and build generational wealth for you and your family. A lot of questions go through your mind when you start looking at real estate syndications as a serious investment opportunity. Where do I start? Which one should I invest in? How would this make me money? It...
2021-01-1319 minInvesting With Purpose
Investing With PurposeReal Estate Investing: The Best Way To Build Passive Income And Quit Your JobMany of us have dreamed of quitting our jobs and doing what we really want. But it doesn’t have to be a dream! You can make it a reality. Your reality! How? The real estate industry gives you the opportunity to create passive income. With hard work and smart investing, you will make it to a point where you won’t need a 9 to 5 anymore; and you’ll be able to leave your job and dedicate your time to more important things, like your family. However, before you do that, you have to go...
2021-01-0612 minInvesting With Purpose
Investing With PurposeNot All Real Estate Is Created EqualThinking about investing in real estate? You’re in the right place! Investing in real estate is the best way to create passive income for you and your family, give yourself financial freedom, and build generational wealth. However, not all real estate is created equal, and putting your money in commercial real estate will always offer you more perks than investing in residential real estate. Why is that? In this week’s episode of Free From Wall Street, we answer that question and discuss it all; from what tax benefits you get by inve...
2020-12-3112 minInvesting With Purpose
Investing With PurposeThe Importance Of Taking Ownership With Leif BabinTaking ownership for your mistakes is a big part of being a good businessman and a good leader. But how do you learn to do that? How do you practice humility with your family and in the workplace? How do you teach your children the importance of taking ownership? And what can you do to get your family through the current COVID-19 crisis? In this week’s episode of Free From Wall Street, our guest Leif Babin, a decorated former Navy SEAL Officer and acclaimed writer answers all these questions and tells us everything we ne...
2020-12-2341 minInvesting With Purpose
Investing With PurposeYour First Real Estate Syndication: 5 Things You Should Do Before StartingThinking about your first syndication but not sure where to start? In this week’s podcast, we tell you everything you need to know before going on that journey. We all know that when you first consider real estate syndication as an investment, it can seem like a scary endeavor. It’s intimidating, especially when you don’t have experience in the field and you’re going in blind. So many questions run through your mind, and you can feel overwhelmed from the gravity of it all. And that’s understandable. This is why, in this episo...
2020-12-1612 minInvesting With Purpose
Investing With PurposePassive Income: A Mindset Shift That Leads to Financial FreedomWhat’s the difference between active and passive income? How to organize your life and business to stop trading time for money? These are the questions we want to tackle today! When you really think about it: why wait for retirement to enjoy time with your family? With a passive income stream, you can be more present in your life. And if you play your cards right, you could probably stop going to work and live off just passive income. Real estate investing is a great option for everyone who wants to see their money wo...
2020-12-0921 minInvesting With Purpose
Investing With PurposeHow to Develop the Growth Mindset in Real Estate Investing The “how” is the easy part—what matters is your “why”. In this episode, we will discuss the growth mindset and exercises you can do to figure out the driving force behind your business. When you figure out your core values and the main reason you’re in the real estate business, every obstacle becomes just another stepping stone towards the ultimate goal. Especially if you’re sick of the Wall Street rollercoaster, developing a growth mindset is crucial. As you learn more about yourself and your “whys”, you will open a world of possibili...
2020-12-0219 minInvesting With Purpose
Investing With PurposeTaking Over a New Asset—This Is How it WorksWe just closed the deal on Summerwind Apartments! In this episode, I will share highlights from our site visit and announce our new non-profit partners, the Love Life organization. Summerwind Apartments is a 120-unit property near Dallas. In previous episodes, you could hear how we worked to overcome some issues and close this deal. Today we’re happy to say everything worked out well and we’re looking forward to adding this one to our portfolio. In this episode, I want to cover some questions and issues owners and property managers need to keep in mind...
2020-11-2517 minInvesting With Purpose
Investing With PurposeHow to Bank on Yourself with Mark WillisToday on the show we have Mark Willis, Certified Financial Planner, a two-time #1 bestselling author, and owner of Lake Growth Financial Services. Mark will teach us the strategy you can use to pay off your debts and become your own source of financing. We discuss the concept called Bank on Yourself, which allows you to break free from Wall Street, avoid banks and their interest rates, and amass generational wealth. Mark used this strategy to attain financial freedom and today he will share how he does it for his clients. The Bank on Yourself life...
2020-11-1829 minInvesting With Purpose
Investing With PurposeThe Impact of Elections on Real EstateTraditionally, the real estate market doesn’t shake much with changes in administration. Will these elections be different? What could change with Biden as president? What if Trump stays in office? Today we’ll go over some potential changes that could have an impact on real estate and how to deal with them. We’ll look at the Cushman Wakefield report, past market indicators, and potential outcomes of these elections. Let’s see what these different election scenarios mean for the real estate market! Key takeaways Here’s how the real estate mar...
2020-11-1110 minInvesting With Purpose
Investing With PurposeLessons for Dealing with LendersWhen it comes to commercial real estate deals, you need to have lenders on board. But what kind of safeguards do you need to have in place in these contracts? How to work out the best arrangement for you and your investors?  In this episode, we go through our lender checklist that helps us stay on top in all our deals. We’re about to close a 120-unit deal in Texas and we had to deal with some back and forth with the lenders. In the process, we learned some important lessons. If you want to...
2020-11-0615 minInvesting With Purpose
Investing With PurposeBehind the Scenes: Summerwind Apartments Project UpdateWe want to share updates on the deal we’re just about to close, the Summerwind Apartments. This is a 120 unit apartment complex just outside of Dallas. As in every deal, there’s been ups and downs, and the purpose of this episode is to share some valuable lessons for operators and investors alike! We were supposed to close this deal at the beginning of October, but we’re still going back and forth with the bank. So what happened? First of all, banks are now aware there might be tumultuous market times ahead. This is why...
2020-10-3014 minInvesting With Purpose
Investing With PurposeBehind the Scenes: A Post-Closing Deal OverviewIn this episode, we are going to pull the curtain on one of our recent deals, the National Road. We want to go through what went right, what went wrong, and what we can do better next time. Hopefully, this helps you avoid some pitfalls in your investments! We closed this deal during the pandemic, so there were some special challenges involved. Were they avoidable? You can hedge yourself enough, but at the end of the day, you can’t predict everything. With this deal, we knew we needed a bridge loan to do it an...
2020-10-2114 minInvesting With Purpose
Investing With PurposeNon-Profit Spotlight: Coming Together to Save and Love LifeIn this episode, we want to highlight another one of the non-profits we partner with. My guest is Justin Reeder from Love Life, a ministerial organization that aims to create a culture where people run to local churches instead of abortion centers. Justin will share some staggering data on the number of abortions performed nationally. For him, the mission started when he realized that he couldn’t just stand by and watch people die. Beyond the pro-life or pro-choice talk, what’s important is that every parent knows that they have an option beyond abortion.
2020-10-1522 minInvesting With Purpose
Investing With PurposeYou Too Can Pay Less in Taxes!Today on the show we have our CPA, Jordan Empey from SKR + Co. We’re going to discuss different options that you can use to reduce your taxes! From reducing taxable income, using tax advantages, and learning about options under the CARES Act, this episode will help you understand that the Tax Code isn’t out to get you. In fact, the Code is there to present opportunities and incentives that could significantly reduce the amount you pay in taxes and make the process of building generational wealth go a lot faster. So tune...
2020-10-0727 minInvesting With Purpose
Investing With PurposeNon-Profit Spotlight: Churches Coming Together to Bring His Kingdom AliveIn every commercial real estate investment that we do, we partner with a non-profit organization whose mission we support. Today we want to highlight Kingdom Alive, an organization that’s spreading God’s love to the First Nation people. Molica and Fred Hsu will join us today to help us understand how indigenous people in the US and abroad benefit from unity and God’s love. They’ve been doing amazing work and I’m excited for you to hear more about it! We know that fundraising is a time-consuming, yet necessary task for these organizati...
2020-09-3024 minInvesting With Purpose
Investing With PurposeThe Mission of Multifamily with Ellis HammondIn this episode, I’m excited to introduce you to Ellis Hammond, my friend and founder of the Mastermind community. Ellis is a missionary turned real estate investor who uses his business to expand God’s Kingdom through the influence of capital. Ellis has a great announcement to make—his book The Mission of Multifamily is coming out today! You can get it for free, and we suggest you do! Today we will talk about some topics from the book, namely what it means to break through the negative mindset of money and become a good s...
2020-09-2122 minInvesting With Purpose
Investing With PurposeRetirement Planning: The Benefits of a Self-Directed IRA AccountIn one of our recent episodes, we discussed the different options you have to take full control of your retirement. One of the best alternatives are self-directed IRAs, and today we have Alex Perny from Advanta IRA to explain how it all works.  You can learn about the benefits of self-directed IRAs and financial freedom that comes with managing your own money.  Alex will also explain the process of working with a custodian, in terms of rollovers and setting up self-directed accounts.  This is a great episode for anyone who wants to learn how...
2020-09-1636 minInvesting With Purpose
Investing With PurposeWhat Your Financial Advisor Doesn't Want You To KnowWelcome back to Free From Wall Street! In this episode, my guest is Corey Peterson, a former financial advisor. Today he’s a big-time real estate investor and a mentor to me and the Integrity Holdings Group. We’re going to talk about Corey’s background. As a financial advisor and a real estate investor, he knows both sides of the coin really well. Corey will tell you everything your financial advisor doesn’t want you to know. He will also explain why decided to stop being a financial advisor and get into real estate. Similar...
2020-09-0933 minInvesting With Purpose
Investing With PurposeHow to Future-Proof Your Retirement PlansIn this episode, we’re going to discuss different ways you can invest and plan for your retirement. Whether you’re doing 401k or IRAs, your wealth in retirement depends directly on where and how you invest your money.  A lot of us have money in the stock market but are you ready to roll the dice and see where the volatility leaves you? Diversification is good, but I want to shed some light on different retirement options that are much more stable than the stock market. Stuffing money into your 401k and giving the reins...
2020-09-0215 minInvesting With Purpose
Investing With PurposeIt’s Not What You Make, It’s What You KeepWelcome back to Free From Wall Street! In this episode, I will break down five tax benefits of investing in real estate syndication. I’ll also touch upon the real estate professional designation, and what it can mean for your career. Here at Integrity Holdings Group, we invest in real estate syndication. That means bringing different investors together to buy large commercial assets. In this episode, I’ll explain why real estate is one of the most tax-advantaged asset classes there is. First, you need to understand that the Tax Code, the way taxes are writ...
2020-08-2615 minInvesting With Purpose
Investing With PurposeBridging the Fundraising Gap with Shawn HylandWelcome back to Free From Wall Street! In this episode, I’m talking to Shawn Hyland, Director of Advocacy at Family Policy Alliance of New Jersey. FPA is one of the non-profits we’re supporting through fundraising and real estate deals. Their main mission is preserving parent rights and religious freedoms. It’s always exciting to hear more about non-profits who are making a change in the community. We are honored that we can support them in that. By getting the budgeting and fundraising out of the way, these organizations can really focus on their mission. Shaw...
2020-08-1920 min